Sagespring Wealth Partners LLC Boosts Holdings in iShares Core S&P 500 ETF $IVV

Sagespring Wealth Partners LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 375,360 shares of the company’s stock after buying an additional 14,935 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 2.1% of Sagespring Wealth Partners LLC’s portfolio, making the stock its 11th largest position. Sagespring Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $251,228,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the fourth quarter worth about $331,591,000. Bison Wealth LLC boosted its position in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the period. Kennicott Capital Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 74.8% during the 2nd quarter. Kennicott Capital Management LLC now owns 8,649 shares of the company’s stock worth $5,370,000 after purchasing an additional 3,701 shares during the period. Ayalon Insurance Comp Ltd. increased its holdings in iShares Core S&P 500 ETF by 10.3% in the 2nd quarter. Ayalon Insurance Comp Ltd. now owns 7,301 shares of the company’s stock valued at $4,533,000 after purchasing an additional 681 shares during the last quarter. Finally, Leading Edge Financial Planning LLC raised its position in iShares Core S&P 500 ETF by 11.7% in the second quarter. Leading Edge Financial Planning LLC now owns 669 shares of the company’s stock valued at $416,000 after purchasing an additional 70 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Up 0.0%

NYSEARCA:IVV opened at $692.24 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $699.17. The stock’s fifty day moving average is $685.65 and its two-hundred day moving average is $666.78. The stock has a market capitalization of $761.60 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF News Summary

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
• Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50‑day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
• Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
• Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
• Negative Sentiment: Shorter‑term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
• Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus

iShares Core S&P 500 ETF Company Profile

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.